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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,193 | $58,311+329.1% | $81,882+205.6% | $80,959+209.0% |
| Participation rate | 80.6% | 63.5%+17.1pp | 72.4%+8.2pp | 67.7%+12.9pp |
| Annual return | 13.62% | 41.85%-28.2pp | 779.47%-765.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $5,308 | $2,347+126.2% | $2,916+82.0% | $2,757+92.5% |
| Participant deferral / active EE | $11,606 | $3,287+253.1% | $4,323+168.5% | $4,300+169.9% |
| Admin fee / account holder | $2,774 | $4,752-41.6% | $7,360-62.3% | $6,925-59.9% |